汽车商业评论·2025-08-18 23:04Core Viewpoint - The automotive industry is eagerly awaiting solid-state batteries, with mass production timelines being pushed from 2025 to 2027, while semi-solid batteries are being introduced as a precursor to full solid-state technology [4][6][11]. Group 1: Semi-Solid Battery Developments - SAIC's MG4 model is set to feature a semi-solid battery version, with pricing to be announced in September and deliveries expected within the year [4]. - The semi-solid batteries for both MG4 and the delayed IM L6 Max are developed in collaboration between SAIC and Qingtao Energy, indicating a competitive landscape for early adoption [6]. - Hive Energy plans to supply semi-solid batteries for BMW's next-generation MINI models, with large-scale production expected by the end of 2026, marking a significant milestone in the industry [6]. Group 2: Technological Innovations - The first generation of semi-solid batteries from SAIC Qingtao utilizes traditional lithium iron phosphate and ternary materials, achieving a range of 1000 kilometers [8]. - The second generation of semi-solid batteries aims to improve safety, energy density, and lifecycle, with a reduction in liquid electrolyte content from 10% to 5% [8][10]. - Innovations in core materials and collaborative efforts between vehicle manufacturers and component suppliers are crucial for the successful commercialization of new battery technologies [10]. Group 3: Full Solid-State Battery Production Plans - The industry consensus suggests that full solid-state battery mass production is likely to commence around 2027, with various companies providing timelines that align closely with this date [11][12]. - Companies like Aulton and Guoxuan High-Tech are actively working on solid-state battery production lines, with Guoxuan achieving a 90% yield rate on its pilot line [11][12]. - SAIC Qingtao aims to achieve full solid-state battery production by 2026, with energy density targets exceeding 400Wh/kg [11][14]. Group 4: Alternative Applications for Solid-State Batteries - The demand for solid-state batteries is not limited to the automotive sector; applications in eVTOL and humanoid robots are emerging as significant opportunities [15][18]. - Companies like Hive Energy and Funeng Technology are already engaging with clients in these new fields, indicating a broader market potential for solid-state technology beyond traditional vehicles [15][18]. - The introduction of solid-state batteries in two-wheeled vehicles is also gaining traction, with companies like Tianneng launching new products that significantly enhance performance metrics compared to traditional lithium batteries [18].